Giverny Capital Portfolio - Jun 30, 2025

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Giverny Capital, Francois Rochon, has built a diversified portfolio of 55 publicly traded holdings with a total market value of $2.9B as of Jun 30, 2025. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a diversified approach to stock selection, with the top holding representing 8.5% of the total portfolio value. The top 5 holdings account for 34.3% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

55
Total Holdings
$2.9B
Portfolio Value
Jun 30, 2025
Latest Filing
8.5%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in BERKSHIRE HATHAWAY INC DEL (BRK-B) represents 8.5% of the total portfolio, valued at $248.6M.

Rank Symbol Company Value Portfolio % Change
1 BRK-B BERKSHIRE HATHAWAY INC DEL $248.6M 8.5% +1.7%
2 META META PLATFORMS INC $235.4M 8.1% +1.2%
3 HEI-A HEICO CORP NEW $193.9M 6.7% +1.0%
4 AME AMETEK INC $180.3M 6.2% +1.9%
5 SCHW SCHWAB CHARLES CORP $143.0M 4.9% +65.2%

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 160 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
SCHW Charles Schwab Corporation (The +618,429 Jun 30, 2025 BUY
MTB M&T Bank Corporation -359,992 Jun 30, 2025 SELL
87318A101 TWFG +177,848 Jun 30, 2025 BUY
GOOGL Alphabet Inc. +123,677 Jun 30, 2025 BUY
GOOG Alphabet Inc. -101,392 Jun 30, 2025 SELL
OZK Bank OZK +49,483 Jun 30, 2025 BUY
BRO Brown & Brown, Inc. +27,034 Jun 30, 2025 BUY
FI Fiserv, Inc. +18,941 Jun 30, 2025 BUY
AME AMETEK, Inc. +18,910 Jun 30, 2025 BUY
ANET Arista Networks, Inc. +16,033 Jun 30, 2025 BUY

Investment Strategy Insights

Giverny Capital's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a diversified investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in BERKSHIRE HATHAWAY INC DEL (BRK-B) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a increase of 1.7% in this position, indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 160 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 55 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Giverny Capital's portfolio as of Jun 30, 2025 reflects a strategic approach to equity investing with 55 holdings valued at $2.9B. The concentrated position in BERKSHIRE HATHAWAY INC DEL and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

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